Level Four Advisory Services’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
Other funds holding TY
SCM
BBPWM
UB
Level Four Advisory Services's TY Position: Q1 2026 in Review
Level Four Advisory Services increased its TRI-Continental Corp (TY) stake by 20% in Q1 2026, buying an estimated $61.9K and bringing the position to 11,250 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #667.
Level Four Advisory Services first reported a position in TY in Q4 2024 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.
- Level Four Advisory Services held 11,250 shares of TRI-Continental Corp worth $355K as of Q1 2026.
- Level Four Advisory Services bought 1,892 TRI-Continental Corp shares in Q1 2026, an estimated $61.9K.
- TRI-Continental Corp made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #667 holding.
- Level Four Advisory Services first reported a position in TRI-Continental Corp in Q4 2024 and has held it in 6 quarters since.
- 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.